ITIL Process Skeleton - Part 3 of 4 - Video 004

00:10:11
https://www.youtube.com/watch?v=BK1T2XHk0ek

Summary

TLDRIn this instructional video, Dean Tubey delves into the design and tactical stage of IT service management (ITSM), focusing on project management and solution design. He emphasizes how these two areas are intertwined, particularly for project managers and IT service managers. The lesson shifts from previously discussed operational stages to strategic planning such as design planning and project initiation. He explains the significance of human-centered design, highlighting its role in improving product usability and customer engagement in ITSM. Tubey introduces the concept of a service catalog, which functions like a menu for available services, guiding design planning and service modifications. He also talks about the importance of organizational change and business analysis in this context. A significant portion of the discussion revolves around service level management, which is crucial for negotiating service quality and expectations with customers, resulting in a service level agreement (SLA). Moreover, the video covers the engineering aspects associated with ITSM, such as security, continuity, capacity, and availability management, and how these need to align with customer requirements and budget limitations. Design coordination is explained as a key process for consolidating documentation, templates, and knowledge into a service design package, along with change requests to facilitate implementation. Ending the lesson, Tubey signals future topics related to portfolio architecture and strategic components within the ITSM framework.

Takeaways

  • 🎯 Focus on design and project management within ITSM.
  • 📑 Importance of creating a service catalog as a menu of services.
  • 📊 Service level management is crucial for negotiating service quality.
  • 🤝 Human-centered design enhances usability and customer engagement.
  • 🛠 Design coordination ensures documentation and change requests are managed.
  • ⚙️ Engineering processes include security, capacity, and availability management.
  • 🔍 Business analysis informs software development and service utility.
  • 📄 Service Level Agreement (SLA) details the service expectations.
  • 🔄 Organizational change is a key aspect in service planning.
  • 📚 Knowledge and lessons are gathered through design exercises.

Timeline

  • 00:00:00 - 00:05:00

    In this lesson, Dean Tubey discusses the tactical stage of project management within IT service management (ITSM). He introduces the concept of design planning, emphasizing human-centered design and project management. This approach considers the journey customers take and highlights the importance of organizational change. Tubey illustrates how a service catalog guides service modifications and the introduction of new services, with business analysis and software development playing key roles. Service level management is crucial, as it involves negotiating service levels with customers, ensuring quality and cost expectations are clear through a Service Level Agreement (SLA).

  • 00:05:00 - 00:10:11

    Dean further explains the engineering and management aspects necessary for finalizing an SLA, detailing practices such as security, continuity, capacity, and availability management. These elements ensure service commitments can be met, often involving collaboration with vendors and suppliers. The discussion moves to the importance of workforce knowledge and lessons learned, focusing on functional and non-functional requirements, referred to as utility and warranty. Lastly, design coordination is introduced, tasked with compiling all project documentation into a service design package and managing change requests, integrating infrastructure and applications into a cohesive service or product. Dean concludes by previewing the next lesson on portfolio architecture and strategy.

Mind Map

Video Q&A

  • What is the focus of this video?

    The video focuses on the design and project management stages of ITSM, emphasizing how these stages integrate with service management and engineering processes.

  • What does the speaker say about human-centered design?

    Human-centered design puts people first and improves the design of products and solutions, particularly enhancing ITSM engagement.

  • What role does design coordination play?

    Design coordination gathers all documentation, templates, and knowledge into a service design package and initiates change requests for implementation.

  • How are utility and warranty differentiated in ITSM?

    Utility refers to the functional aspects, while warranty focuses on cross-functional or non-functional quality requirements like usability and scalability.

  • What is a Service Level Agreement (SLA)?

    An SLA is a documented agreement outlining the quality, performance, and expectations of a service, often negotiated with the customer.

  • Why is service level management important in ITSM?

    Service level management is crucial for negotiating the levels of service quality, performance, and pricing with customers.

  • What is the role of business analysis in ITSM according to the video?

    Business analysis plays a role in exploring the functional and non-functional requirements, leading to software development.

  • How does the video describe the interaction with vendors?

    The speaker describes interaction with vendors in terms of negotiating contracts to ensure services meet agreed levels of quality and performance.

  • What engineering processes are discussed?

    The engineering processes of security, continuity, capacity, and availability management are discussed.

  • What is the role of the service catalog in this context?

    The service catalog is like a menu of services offered, which guides what new services need to be added or modified.

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Subtitles
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  • 00:00:00
    hey welcome back to how to manage tech
  • 00:00:02
    with me dean tubey in the last lesson we
  • 00:00:04
    looked at the run stage processes of our
  • 00:00:07
    process skeleton or our value stage if
  • 00:00:09
    you like where we handle the operations
  • 00:00:10
    and we looked at the flow through from
  • 00:00:12
    an incident to a solution via release
  • 00:00:14
    what i want to do now in this lesson is
  • 00:00:16
    i want to talk to you about the tactical
  • 00:00:17
    stage we actually put a solution
  • 00:00:19
    together largely driven by design and
  • 00:00:22
    project management how those two work
  • 00:00:24
    together useful for both project
  • 00:00:25
    managers and i.t service managers
  • 00:00:28
    if you find this content useful please
  • 00:00:30
    subscribe to the channel that'll be a
  • 00:00:32
    great way of supporting me let's get
  • 00:00:33
    stuck in
  • 00:00:34
    [Music]
  • 00:00:44
    we finished off with uh this picture
  • 00:00:46
    here and as you remember we had the
  • 00:00:48
    service desk into the problem change
  • 00:00:50
    release deploy helping us take a bug all
  • 00:00:52
    the way through to a fix supported by
  • 00:00:54
    self-service options to log requests
  • 00:00:56
    which can get fulfilled in a number of
  • 00:00:58
    ways along with you know an error
  • 00:01:00
    database there we've got our problems
  • 00:01:01
    stored as well as
  • 00:01:03
    testing of our releases going
  • 00:01:05
    configuration management catering
  • 00:01:06
    information on our items i want to
  • 00:01:08
    embark on the next part moving up if you
  • 00:01:11
    like the value stream to the earlier
  • 00:01:12
    stages of design planning project
  • 00:01:15
    management and how we put our solutions
  • 00:01:16
    together what i'm going to talk to you
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    now about is how we launch a project and
  • 00:01:21
    how we go about doing the design but i'm
  • 00:01:23
    going to pick on a few particular
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    aspects of the design project management
  • 00:01:26
    solution development is something i'm
  • 00:01:27
    going to cover later but for the time
  • 00:01:28
    being i'm in the itsm world and i want
  • 00:01:31
    to show how projects are going to
  • 00:01:32
    interact with that itsm world and let's
  • 00:01:34
    start with our project being kicked off
  • 00:01:37
    like so remember we talked about things
  • 00:01:39
    like prince2 pin block agile project
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    management of course you can also do
  • 00:01:44
    this with an ongoing development method
  • 00:01:46
    product delivery method if you've got an
  • 00:01:48
    existing solution you're rolling out
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    updates to it but the point being here
  • 00:01:51
    that we've probably got a big slab of
  • 00:01:52
    work to do and we're in what we call an
  • 00:01:53
    initiative or a project mode all right
  • 00:01:55
    so is we're going to invoke now i'm
  • 00:01:57
    going to call this design planning this
  • 00:02:00
    is an aspect of the itsm framework where
  • 00:02:03
    we start planning our products and
  • 00:02:05
    services very popular here is using
  • 00:02:07
    human centered design and human centered
  • 00:02:09
    design is where we put people first
  • 00:02:12
    we're trying to improve the lives of
  • 00:02:13
    people through the design of products
  • 00:02:14
    and solutions and how that's impinging
  • 00:02:16
    in it is through usability but also into
  • 00:02:19
    the actual itsm field itself making it
  • 00:02:21
    far easier to engage with it and looking
  • 00:02:23
    at what sort of journey customers go on
  • 00:02:25
    in dealing with us what happens here
  • 00:02:27
    then is going to branch in a couple
  • 00:02:28
    directions from that service planning
  • 00:02:30
    going to go down and get into some of
  • 00:02:32
    the engineering stuff and going to go
  • 00:02:34
    across if you like doing software
  • 00:02:35
    development doing solution development
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    assuming there's a software component to
  • 00:02:39
    it and also going to look at
  • 00:02:40
    organizational change so let me add
  • 00:02:42
    those things in now what i want to
  • 00:02:43
    suggest is that we're going to have what
  • 00:02:45
    we call a service catalog in our servers
  • 00:02:48
    catalog is like a menu of existing
  • 00:02:51
    services that we already offer and our
  • 00:02:53
    service catalog is the reference for
  • 00:02:55
    what we're adding to what we're going to
  • 00:02:57
    be modifying or for example we might be
  • 00:02:59
    doing some work that offers new levels
  • 00:03:02
    of service we also think it's really
  • 00:03:04
    important to start looking at what are
  • 00:03:06
    the effects going to be on people and
  • 00:03:08
    the organization so we need to start
  • 00:03:09
    looking at our organizational change
  • 00:03:11
    elements like so we can go a few ways
  • 00:03:13
    here now in particular what i want to do
  • 00:03:15
    is follow a fairly traditional route and
  • 00:03:17
    show you how from the design planning we
  • 00:03:18
    go into business analysis and then
  • 00:03:20
    software development and show our
  • 00:03:22
    business analysis now it's a relatively
  • 00:03:24
    new inclusion at a very high level in
  • 00:03:28
    isil framework certainly business
  • 00:03:30
    analysis has been around for quite a
  • 00:03:31
    while as a well-established practice and
  • 00:03:33
    as i mentioned before what that's going
  • 00:03:34
    to do is lead on to our software
  • 00:03:37
    development piece and this is where you
  • 00:03:39
    might be invoking things like scrum
  • 00:03:43
    what i'm going to add in here is a
  • 00:03:44
    really important part and this is that
  • 00:03:46
    what we need to do if the service
  • 00:03:48
    catalog is the menu then negotiating a
  • 00:03:51
    service level agreement is like a way to
  • 00:03:54
    taking an order in other words what
  • 00:03:55
    we're doing with our customers saying
  • 00:03:56
    what parts of the existing services we
  • 00:03:58
    run and products that we have are you
  • 00:04:00
    using and then what is the new and
  • 00:04:02
    bespoke stuff that we're adding into the
  • 00:04:03
    mix and it's a blend obviously
  • 00:04:05
    potentially of a brand new solution
  • 00:04:07
    nothing from the catalog so we're adding
  • 00:04:08
    a new entry into the catalog or we're
  • 00:04:10
    just making a minor upgrade to an
  • 00:04:12
    existing entry into that catalog so what
  • 00:04:15
    now happens then this is very very
  • 00:04:17
    important for it service management is
  • 00:04:19
    we invoke a practice called service
  • 00:04:21
    level management and this is where we
  • 00:04:23
    negotiate the level of service this is a
  • 00:04:26
    key design element this is a key
  • 00:04:28
    expectation management tool service
  • 00:04:30
    level management then is where we start
  • 00:04:32
    discussing what exactly the quality
  • 00:04:35
    levels are and what exactly the prices
  • 00:04:37
    are going to be that the customer can
  • 00:04:39
    afford and this is where we get into a
  • 00:04:41
    lot more of the engineering now one of
  • 00:04:42
    the major outputs from this is a service
  • 00:04:46
    level agreement or an sla which you may
  • 00:04:49
    well have heard of all right what i'm
  • 00:04:51
    going to do is i'm going to indicate
  • 00:04:52
    that this is a document by turning up a
  • 00:04:53
    little corner now that's that's a key
  • 00:04:55
    expectation management tool the sla is a
  • 00:04:57
    statement in plain simple english what a
  • 00:05:00
    customer can expect to get by way of
  • 00:05:02
    performance by way of price by way of
  • 00:05:05
    levels of service in terms of say
  • 00:05:07
    response around bugs and incidents and
  • 00:05:09
    so on it basically lays out what the
  • 00:05:11
    different parameters of the surface are
  • 00:05:13
    going to be but there's some negotiation
  • 00:05:15
    that went into getting this and i want
  • 00:05:16
    to show you now what that negotiation
  • 00:05:18
    would have entailed and this is where
  • 00:05:20
    the engineering piece comes in as i'll
  • 00:05:22
    show you now there are four main
  • 00:05:25
    engineering elements that we need to get
  • 00:05:28
    right there can be plenty more of course
  • 00:05:29
    but this will do us for the purposes of
  • 00:05:32
    this discussion here and you can see
  • 00:05:34
    here that i'm writing security
  • 00:05:36
    continuity capacity and availability
  • 00:05:39
    management what these are is these are
  • 00:05:41
    practices with engineers and architects
  • 00:05:44
    who work on making sure that these
  • 00:05:47
    appropriate levels are going to be part
  • 00:05:50
    of that service that we've just
  • 00:05:52
    negotiated and what happens is we come
  • 00:05:54
    from a draft of the sla down into these
  • 00:05:59
    engineering processes because what we
  • 00:06:01
    have is from the service level
  • 00:06:02
    management initial gathering of customer
  • 00:06:04
    requirements and then what's going to
  • 00:06:06
    happen is we're going to go to
  • 00:06:06
    engineering and say okay are you able to
  • 00:06:08
    achieve these levels of performance
  • 00:06:10
    these levels of uptime these levels of
  • 00:06:11
    security these levels of resilience and
  • 00:06:13
    recoverability within the budget that
  • 00:06:15
    we've been given within the parameters
  • 00:06:17
    that we've initially gathered from our
  • 00:06:19
    customer depending on how much of your
  • 00:06:21
    internal engineering teams are doing
  • 00:06:22
    this and how much of this you're
  • 00:06:24
    outsourcing you're going to need to have
  • 00:06:25
    a conversation with your vendors
  • 00:06:28
    we are probably largely dependent on
  • 00:06:30
    what our vendors can offer us so if
  • 00:06:33
    you're using say for example amazon web
  • 00:06:35
    services or you're using google or azure
  • 00:06:38
    or you're using say communication
  • 00:06:39
    providers telco providers and so on
  • 00:06:41
    you're gonna be largely dependent on
  • 00:06:43
    what it is that they can provide in
  • 00:06:45
    terms of your ability to support your
  • 00:06:47
    customers needs now the ultimate net
  • 00:06:49
    effect of dealing with those suppliers
  • 00:06:51
    then is that you're going to negotiate
  • 00:06:53
    contracts and again i'm showing those a
  • 00:06:55
    little turned up document here and i
  • 00:06:56
    haven't alluded to this before but there
  • 00:06:58
    is such a thing as service integration
  • 00:07:01
    and management there's another framework
  • 00:07:03
    a multi-vendor framework and it
  • 00:07:05
    dovetails in very nicely with itel and
  • 00:07:08
    works very well if you're trying to run
  • 00:07:10
    services seamlessly across a variety of
  • 00:07:12
    vendors let's have our workforce i'm
  • 00:07:15
    going to call them workforce and talent
  • 00:07:17
    because i like that sort of talent and
  • 00:07:20
    it's hard not to have a discussion about
  • 00:07:22
    your talent your workforce and not find
  • 00:07:24
    yourself discussing knowledge and
  • 00:07:26
    certainly what happens is we generate
  • 00:07:28
    knowledge and lessons learned throughout
  • 00:07:30
    this design exercise part of our
  • 00:07:31
    business analysis then is on those
  • 00:07:33
    non-functional requirements there's a
  • 00:07:35
    concept in itsm called warranty and we
  • 00:07:40
    have two concepts utility warranty
  • 00:07:41
    warranty is the non-functional
  • 00:07:43
    cross-functional requirements if you
  • 00:07:45
    like so the usability the serviceability
  • 00:07:48
    scalability availability continuity and
  • 00:07:50
    so on as you can see we've also got what
  • 00:07:52
    we call the utility which is the
  • 00:07:53
    functional stuff so this set of
  • 00:07:56
    practices here looks after that cross
  • 00:07:58
    functional or non-functional sometimes
  • 00:08:00
    this is known this is called the
  • 00:08:02
    warranty this is where all the money
  • 00:08:04
    goes when it comes to engineering
  • 00:08:06
    quality into the service it's probably
  • 00:08:08
    fair to say that it's up here around the
  • 00:08:12
    business analysis and the software
  • 00:08:14
    development stage that we are primarily
  • 00:08:17
    focused on utility or the functionality
  • 00:08:19
    that's not entirely fair but it will do
  • 00:08:22
    us for the purposes of this discussion
  • 00:08:25
    the last piece that i want to introduce
  • 00:08:26
    is just pulling this all together with
  • 00:08:28
    what i call design coordination it pulls
  • 00:08:30
    together all the documentation the
  • 00:08:32
    templates the knowledge into what we
  • 00:08:34
    call a service design package as well as
  • 00:08:37
    starts producing change requests to
  • 00:08:38
    actually get things implemented such as
  • 00:08:40
    releases of software and releases of
  • 00:08:42
    infrastructure so let's go ahead and add
  • 00:08:43
    that in
  • 00:08:50
    so this is our design coordination where
  • 00:08:53
    we put all of that work together and we
  • 00:08:56
    ensure that project is getting all of
  • 00:08:58
    the support that it needs we're going to
  • 00:09:00
    produce a thing called a service design
  • 00:09:02
    package
  • 00:09:03
    i'm going to imply it's got a few pages
  • 00:09:05
    to it
  • 00:09:06
    and we're also going to provide those
  • 00:09:08
    change requests which feed into the
  • 00:09:11
    change management process we saw before
  • 00:09:13
    and there's going to be a few of those
  • 00:09:16
    what you've essentially got there is a
  • 00:09:18
    whole design piece going on from
  • 00:09:20
    infrastructure and applications
  • 00:09:22
    collectively coming together as a
  • 00:09:24
    service as a product underpinning a
  • 00:09:25
    service this is at the heart of itsm
  • 00:09:28
    thinking
  • 00:09:30
    all right so that's the third of our
  • 00:09:32
    itil process skeletons dealing with
  • 00:09:34
    predominantly the project and design
  • 00:09:36
    stage in my next lesson i want to take
  • 00:09:37
    you through the portfolio architecture
  • 00:09:40
    and strategic stuff and that will have
  • 00:09:42
    our service management framework wrapped
  • 00:09:44
    up for you see you in the next lesson
  • 00:09:45
    i'm dean tuvey and i hope you're
  • 00:09:47
    enjoying learning how to manage tech if
  • 00:09:50
    you like this video then hit the like
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    button and subscribe remember to hit the
  • 00:09:53
    bell notification so be updated when i
  • 00:09:55
    release a new lesson and feel free to
  • 00:09:56
    share this lesson with anyone you think
  • 00:09:58
    you might get value out of it i've added
  • 00:09:59
    some cards to the next lessons you might
  • 00:10:01
    want to watch after this one feel free
  • 00:10:03
    to ask many questions or leave a comment
  • 00:10:05
    below along with any ideas you have for
  • 00:10:07
    future videos thanks very much for
  • 00:10:08
    watching i look forward to chatting to
  • 00:10:10
    you more soon
Tags
  • ITSM
  • Project Management
  • Design Coordination
  • Service Level Agreement
  • Human-Centered Design
  • Business Analysis
  • Service Catalog
  • Engineering Processes
  • Organizational Change
  • Service Design Package